Business Details
50+ Years
experience
Trusted Chartered Accountants in Stockport
Established in Stockport over 50 years ago, we are a chartered accountancy practice renowned for our expertise in financial and tax advisory services. Our team of 50 professionals, including six partners combining youth and experience, delivers bespoke solutions tailored to the unique needs of businesses and private clients. As an owner-managed practice, we prioritise agility and client-centric service, specialising in accounts, audit, tax consultancy, payroll management, and employee ownership trust structures.Our ICAEW-regulated audit services and three Chartered Tax Advisers ensure compliance with the highest industry standards. We leverage cloud accounting technology to provide real-time financial insights while maintaining a commitment to clear communication and client education. With decades of collective experience across diverse sectors, we help clients navigate complex regulatory landscapes, optimise tax positions, and achieve long-term financial goals through strategic advisory partnerships.
Services
Accounts & Audit
Tax Advisory
Payroll Services
Employee Ownership Trust
Private Client Services
Details
- Year established: 1974
Highlights and features
- 50 years of local expertise in Stockport with nationwide reach
- Six partner board combining Chartered Accountant and Tax Adviser qualifications
- Dedicated team of 50 professionals with sector-specific experience
- Bespoke solutions through owner-managed practice agility
- ICAEW-regulated audit services with technology-driven efficiency
Associations and certifications
- Institute of Chartered Accountants in England and Wales
Services
Accounts & Audit
We prepare accurate financial statements to meet Companies House requirements while minimising public disclosure of sensitive information. Our audit services combine ICAEW-regulated expertise with technology-driven efficiency to reduce administrative burdens. We help businesses interpret financial data for strategic decision-making, ensuring compliance with statutory deadlines and providing actionable insights for growth.
Tax Advisory
Our Chartered Tax Advisers specialise in minimising tax liabilities for businesses and private clients. We provide comprehensive tax consultancy services covering inheritance tax, trust structures, and business succession planning. With three tax specialists on our partner board, we deliver tailored strategies that align with clients' long-term financial objectives while maintaining full compliance with HMRC regulations.
Payroll Services
We manage complex payroll requirements including RTI submissions, auto-enrolment pensions, and statutory payments. Our services ensure compliance with evolving HMRC regulations while reducing administrative burdens. We provide end-to-end support for workplace pension schemes and maintain clear communication about payment obligations to prevent compliance issues.
Employee Ownership Trust
We facilitate tax-efficient business transfers through Employee Ownership Trusts (EOTs). Our services include professional valuations, HMRC clearance applications, and implementation of tax-advantaged share schemes. This solution enables business owners to sell to employees while preserving company independence and accessing capital gains tax exemptions under UK finance regulations.
Private Client Services
Our private client division offers specialist advice on pensions, wealth management, and tax-efficient investments. We provide integrated solutions for high-net-worth individuals, including inheritance tax planning and trust administration. Our qualified financial advisers combine technical expertise with personalised service to protect and grow clients' wealth across generations.
People
Simon Leigh
Managing Partner
Chartered Accountant with over 30 years' experience, specialising in business growth strategies and succession planning. Leads firm strategy focused on helping businesses thrive and transition ownership successfully.
Paul Horrocks
Partner
Chartered Accountant and Tax Adviser with 30 years' experience advising owner-managed businesses across multiple sectors. Specialises in tax-efficient business structures and corporate finance solutions.
Ben Furness
Partner
Chartered Accountant and Tax Adviser with 20 years' experience in business advisory and personal tax planning. Focuses on delivering tailored solutions for family-owned enterprises and individual clients.
Dean McMullan
Partner
Chartered Accountant specialising in audit management with extensive experience across diverse industries. Leads audit department using technology to streamline compliance processes for clients.
Damien Smith
Partner
Qualified Financial Adviser specialising in pensions and wealth management. Heads Private Client team providing integrated solutions for high-net-worth individuals and family offices.
Questions
What accounting services do you offer for businesses?
We provide full accounts preparation, audit compliance, financial reporting, and cloud accounting solutions tailored to businesses of all sizes.
Do you specialise in tax planning for business owners?
Yes, with three Chartered Tax Advisers on our partner board, we specialise in tax-efficient structures for business succession and wealth preservation.
Can you help with employee ownership trust implementation?
We offer comprehensive EOT services including valuations, HMRC clearance, tax-efficient share schemes, and trust documentation for business transitions.
What payroll services do you provide?
We manage RTI submissions, auto-enrolment pensions, statutory payments, and compliance reporting while ensuring adherence to HMRC regulations.
How do you support private clients with wealth management?
Our Private Client team offers integrated solutions for pensions, inheritance tax planning, and tax-efficient investments tailored to individual needs.
Are you regulated by professional accounting bodies?
Yes, we are ICAEW-regulated auditors and all partners hold Chartered Accountant or Tax Adviser qualifications with relevant industry accreditations.
